Filed January 11, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,165 | $185,822-62.2% | $169,993-58.7% | $139,434-49.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 13.96% | 60.50%-46.5pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,080 | $7,590-59.4% | $6,785-54.6% | $4,751-35.2% |
| Participant deferral / active EE | $4,499 | $11,622-61.3% | $10,408-56.8% | $6,710-33.0% |
| Admin fee / account holder | $6,106 | $15,381-60.3% | $12,815-52.3% | $11,403-46.4% |